RKL PRIVATE WEALTH - Financial Advisor in Pennsylvania, Lancaster

Tel: (717) 399-1700 1800 Fruitville Pike Lancaster, Pennsylvania 17601

About RKL PRIVATE WEALTH

RKL PRIVATE WEALTH is a Lancaster, Pennsylvania based financial advisory firm with nearly $1,796,065,985 in assets under management and provides investment advisory services for 1095 clients. There are currently 35 financial advisors at the firm.

General Information

Firm CRD#:

122693

Firm SEC#:

801-66968

Assets Under Management:

$1,796,065,985

No. of Clients:

1095

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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